Claude + Filevine: What the Integration Can (and Can't) Do in 2026
No — there’s no official Claude Filevine connector and Filevine hasn’t built one. Filevine isn’t in Anthropic’s directory, and it wasn’t among the 20-plus legal connectors Anthropic shipped in May 2026. What does exist on the Claude side is a pair of very early community-built connections (both barely used, one calling itself “pre-alpha”). Filevine’s own API is real and well-documented — but if you’re an outside developer building for other firms, you can’t just get keys for it: that access is partner-gated.
Here’s the plain-English version: what’s possible today, the gate, where it stops, and what to use if you want Filevine work to actually happen without you.
The gate: partner approval for third parties, self-serve only for your own firm
Filevine’s developer portal is legitimate — developer.filevine.io documents its API (with US, Canada, and government variants) and covers projects, contacts, documents, notes, and tasks. But how you get in depends on who you are:
- Existing Filevine customers wiring up their own firm can help themselves: generate your own API key inside Account Manager. If you just want to connect your own firm’s Filevine to an assistant, this is the path.
- Outside developers building a product for other firms don’t get a self-serve key — you contact Filevine’s Partnerships team to be issued one.
So a “connect Claude to Filevine in five minutes” claim is only true for your own account. Building it for other firms stands behind a partnership process.
What Filevine ships — and what it doesn’t
Filevine’s API is solid and well-documented, which is why the community builders reached for it. That’s the good news for a bring-your-own-key path.
What you won’t find is anything built for Claude. Filevine’s own AI is its Filevine AI suite: AIFields extracts and summarizes documents, SidebarAI is an in-platform assistant, and there’s AI Doc Review, DemandsAI, and more. It’s genuinely capable — but it’s a feature inside Filevine, not a connection to your Claude account, so it doesn’t reach your inbox and calendar.
(One naming note so you don’t get tripped up: there’s no Filevine feature called “Immediation” or “ImmediateAI” — the accurate names are AIFields and SidebarAI.)
How you’d actually connect Claude to Filevine today
There’s no official path, so the options are unofficial or go through a middleman. All of them rely on a small connector someone technical builds and runs between Filevine and Claude (the industry term for this kind of bridge is an “MCP server” — a mini-program that lets Claude reach an outside tool):
- A community-built connection — two exist, both very early:
Advocate-Cloud-Solutions/filevine-mcp(~32 tools including Lead Docket, self-described “pre-alpha”) and an Oktopeakfilevine-mcp(15 tools). Both still need your own Filevine credentials to touch real data, and both are hobby-stage projects, not something you’d lean on in production. - Your own build — get your API key in Account Manager (if you’re a customer) and have someone build the connector against Filevine’s API.
- A middleman like Zapier — Filevine has an official Zapier integration (note older versions were retired in December 2025, so upgrade your Zaps), and you can point Claude at that.
On a paid Claude plan the connector can run in the cloud; otherwise it runs on your own computer through the Claude desktop app.
The limits that actually matter
Even past the gate, everything Claude does happens inside a conversation you start. That has three consequences:
- It never notices anything. Filevine can announce a new project or contact, but there’s nothing on Claude’s side to catch that and act. Nothing happens unless you open a chat and ask. No “when a new case opens, draft the intake summary and email the client.”
- Close the chat and it stops. Claude pulls a project or a document when you ask. It doesn’t sit on your account watching cases and following up. The moment you’re done, it’s done.
- “Scheduled” isn’t really automatic. The closest thing Claude has to running on its own is a scheduled task — but it runs on a preset timer, not on what’s happening in your cases, and there’s no inbox for Filevine to notify. That’s not an event-driven case assistant.
What about email — can’t Claude just send the client updates? Out of the box, no: Claude’s built-in email (both Gmail and Outlook) only drafts, it doesn’t send — you still hit send yourself, and it only works while you’re in the chat. You could pay a developer to build sending in too, but it’s one more thing to maintain and it still only fires while you’re driving the chat.
So Claude is good for “summarize the documents on this project” and simply not built for “generate and send the status update on every active case every Friday.”
If you want Filevine work that runs on its own: Carly
The moment you want something to happen around Filevine without you in the chat — email a new client the instant a case opens, draft a demand from the record, send a weekly case-status digest — you’ve walked past what Claude is for.
That’s where Carly fits — an AI executive assistant built to act on its own. A custom Claude build still needs Filevine to issue partner credentials before it can touch a project; Carly runs that same key once you have it — and works the email and calendar around your cases in the meantime:
- When a new case opens, Carly drafts the intake summary and sends the client their welcome email.
- When a document is signed, Carly files it, updates the project, and notifies the assigned attorney.
- When a court or statute deadline lands on the calendar, Carly emails the reminder and drafts the task list to prep for it.
- Every Friday, the week’s activity across active cases rolls up into one status digest for the partners.
Carly reaches Filevine via your own API key once you have it, or through Gmail, Outlook, and your calendar meanwhile, and drafts and sends email across both inboxes. AI agents start at $35/month, and steps in a workflow that don’t use AI run free and unlimited.
Claude vs Carly
| Claude (community setup) | Carly | |
|---|---|---|
| Look up projects & documents | Yes | Yes |
| Summarize case documents | Yes | Yes |
| Acts the moment something happens (new case, signed doc) | No | Yes |
| Emails clients on a new case on its own | No | Yes |
| Keeps working when your laptop is closed | No | Yes (cloud) |
| Sends the emails itself, not just drafts | No — drafts only | Yes |
| What it takes to set up | Community connection + your own Filevine key (partner-gated for other firms) | Bring your own API key |
| Pricing | Claude Pro $20 / Max $100–$200 | AI agents from $35/mo |
Claude with a community setup is a Filevine lookup inside a chat. Carly is a teammate that acts on cases the moment they change.
Frequently Asked Questions
Does Claude work with Filevine?
Not officially. There’s no Claude Filevine connector and Filevine hasn’t built one. You can connect them through an early community-built connection or your own build against Filevine’s API — but that’s unofficial, API access for other firms is partner-gated (self-serve only for your own firm), and like everything Claude, it only works inside a conversation you start.
Does Filevine have an API?
Yes — a well-documented API at developer.filevine.io. Existing customers can generate their own API key in Account Manager for their own firm; outside developers building for other firms have to go through Filevine’s Partnerships team.
Isn’t Filevine AI (AIFields, SidebarAI) a Claude integration?
No. Filevine AI is Filevine’s own in-product suite. It works inside Filevine and doesn’t connect to your Claude account or reach your email and calendar.
What if I want Filevine to act on its own — email clients, draft updates?
That’s beyond what Claude does; it responds inside a chat and doesn’t act on events. Carly runs on triggers and schedules 24/7 in the cloud, and can email clients, draft updates, update records, and send digests without you. AI agents start at $35/month.
More: Claude connectors · Claude + Clio · Claude + MyCase · Claude + DocuSign · Can Claude send emails · Claude vs Carly
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